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Financial Advocates Investment Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Financial Advocates Investment Management’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,615
Closed -$259K – 781
2025
Q1 		$259K Sell
1,615
-6,615
-80% -$1.08M 0.02% 597
2024
Q4 		$1.33M Buy
8,230
+443
+6% +$74.7K 0.08% 234
2024
Q3 		$1.31M Buy
7,787
+374
+5% +$59.5K 0.07% 250
2024
Q2 		$1.12M Sell
7,413
-358
-5% -$54.3K 0.07% 269
2024
Q1 		$1.21M Sell
7,771
-881
-10% -$129K 0.07% 275
2023
Q4 		$1.25M Sell
8,652
-639
-7% -$85.8K 0.08% 245
2023
Q3 		$1.22M Sell
9,291
-600
-6% -$83.1K 0.09% 236
2023
Q2 		$1.37M Sell
9,891
-2,135
-18% -$285K 0.1% 216
2023
Q1 		$1.61M Sell
12,026
-6,444
-35% -$894K 0.12% 204
2022
Q4 		$2.5M Sell
18,470
-29,110
-61% -$3.91M 0.19% 136
2022
Q3 		$5.79M Buy
47,580
+5,765
+14% +$780K 0.48% 43
2022
Q2 		$5.42M Buy
41,815
+6,415
+18% +$907K 0.44% 48
2022
Q1 		$5.3M Buy
35,400
+4,023
+13% +$592K 0.35% 68
2021
Q4 		$4.78M Buy
31,377
+4,101
+15% +$602K 0.3% 77
2021
Q3 		$3.81M Buy
27,276
+2,296
+9% +$326K 0.26% 101
2021
Q2 		$3.51M Buy
24,980
+1,314
+6% +$186K 0.23% 106
2021
Q1 		$3.19M Buy
23,666
+3,278
+16% +$420K 0.23% 99
2020
Q4 		$2.43M Buy
20,388
+2,706
+15% +$303K 0.17% 143
2020
Q3 		$1.79M Sell
17,682
-26,245
-60% -$2.66M 0.15% 144
2020
Q2 		$5.79M Buy
43,927
+24,747
+129% +$2.27M 0.55% 36
2020
Q1 		$1.56M Buy
19,180
+10,806
+129% +$1.16M 0.22% 122
2019
Q4 		$998K Buy
8,374
+389
+5% +$44.8K 0.11% 214
2019
Q3 		$902K Sell
7,985
-12,289
-61% -$1.37M 0.1% 203
2019
Q2 		$2.26M Sell
20,274
-4,004
-16% -$438K 0.26% 100
2019
Q1 		$2.62M Sell
24,278
-2,183
-8% -$229K 0.33% 82
2018
Q4 		$2.52M Buy
26,461
+870
+3% +$91.3K 0.34% 85
2018
Q3 		$2.89M Sell
25,591
-262
-1% -$29.8K 0.32% 80
2018
Q2 		$2.86M Buy
25,853
+2,280
+10% +$252K 0.35% 75
2018
Q1 		$2.58M Buy
23,573
+1,322
+6% +$149K 0.34% 75
2017
Q4 		$2.48M Buy
+22,251
New +$2.41M 0.34% 72

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Advocates Investment Management's VOE Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2025, closing a stake of 1,615 shares — an estimated $259K sold.

Financial Advocates Investment Management first reported a position in VOE in Q4 2017 and held it in 30 quarters. The position peaked at $5.79M in Q3 2022. 1,122 funds tracked by Wall St. Rank hold VOE as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Morningstar Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,615 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2025, an estimated $259K.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $5.79M in Q3 2022.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.